See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,403 | $104,907-71.0% | $84,611-64.1% | $152,861-80.1% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.4%-65.8pp |
| Annual return | 188.71% | 373.79%-185.1pp | 258.74%-70.0pp | 345.32%-156.6pp |
| Employer contribution / active EE | $1,364 | $3,302-58.7% | $2,652-48.6% | $4,762-71.4% |
| Participant deferral / active EE | $3,158 | $4,688-32.6% | $3,899-19.0% | $5,850-46.0% |
| Admin fee / account holder | $123 | $6,241-98.0% | $4,912-97.5% | $11,596-98.9% |